LeadStream Pro

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Learn Smart CRM, one short video at a time

Empower your team with high-impact, bite-sized tutorials designed for operational speed. Master lead workflows, integration setups, and mobile communication in minutes.

12 Tutorials
5 Tracks
8.4k Views
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Fundamental
01 Lead Onboarding

Configuring Your Lead Pipeline for Scale

Learn how to define stages, custom fields, and automated transitions to manage high volumes without friction.

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Communication
02 WhatsApp API

Setting Up Official WhatsApp Integrations

Connect your official business account and start broadcasting template messages directly from your CRM dashboard.

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Automate
03 IndiaMART Sync

Automating IndiaMART Lead Capture

Stop manual entry. Connect your marketplace APIs to sync leads in real-time with automatic agent assignment.

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Reporting
04 Analytics Hub

Mastering ROI & Performance Dashboards

Drill down into lead source performance and team conversion rates using custom reporting widgets.

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Mobile
05 On-the-go

CRM for the Field: Mobile Power User Guide

Manage your tasks, update lead statuses, and log calls instantly from your smartphone.

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Advanced
06 API & Webhooks

Building Custom Workflows with Webhooks

Connect LeadStream Pro to any 3rd party tool using our robust API and event-driven webhooks.

Still stuck? Talk to a human

Our enterprise support team is available 24/7 for technical assistance and training.